AI IPO Watch

SpaceX cools as SK Hynix surges in the AI IPO tape

Tuesday, July 14, 2026 · 10 min

AI IPO Watch cover art

SpaceX IPO momentum is cooling one month after its record debut, with float, lock-up and valuation questions crowding the AI narrative. SK Hynix’s $26.5 billion U.S. IPO, meanwhile, jumped on debut and kept AI-chip appetite alive.

Listen

Listen to the audio episode

Read the episode transcript

Show notes

SpaceX IPO momentum is cooling one month after its record debut, with float, lock-up and valuation questions crowding the AI narrative. SK Hynix’s $26.5 billion U.S. IPO, meanwhile, jumped on debut and kept AI-chip appetite alive.

In this episode

  1. The SpaceX IPO made history. One month on has it lost momentum? - AOL — AOL

    The SpaceX IPO made history. One month on has it lost momentum? - AOL Updated Mon, July 13, 2026 at 7:20 AM UTC 1 SpaceX investors have swung from celebration to apparent concern in its first month as a publicly traded company. When shares in the firm, co-founded and led by Elon Musk, first became available for individuals to buy on the public stock market on 12 June, there was an investor…

  2. SpaceX Investors Face 900% Float Explosion Bombshell, George Noble Warns - SpaceX (NASDAQ:SPCX) - Benzinga — Benzinga

    SpaceX Investors Face 900% Float Explosion Bombshell, George Noble Warns - SpaceX (NASDAQ:SPCX) - Benzinga Click to go home My Account Login SPY749.630.71% QQQ712.961.73% BTC/USD62307.412.248% DIA523.140.5% GLD366.312.84% TLT84.010.54% Contribute LoginRegister Click to go home Premium Services Benzinga Edge Benzinga Pro Benzinga Research Benzinga APIs Financial News Financial…

  3. Gibson Dunn SpaceX IPO Team Went Round the World With 60 Lawyers — Bloomberg Law

    Gibson Dunn SpaceX IPO Team Went Round the World With 60 Lawyers Business & Practice Listen Print Email Share To: Facebook Running the legal side of the largest IPO in history meant 8 a.m. huddle calls seven days a week for a Gibson Dunn & Crutcher team spanning six regions globally and more than 60 lawyers. Hillary Holmes, who led the team, said in an interview that the synchronized,…

  4. SK Hynix stock surges in US IPO — Morningstar

    SK Hynix stock surges in US IPO Skip to Content # SK Hynix stock surges in US IPO The South Korean memory chip giant raises $26.5 billion in second-largest IPO on record. Tom Lauricella 13 July 2026 Mentioned: SK Hynix Inc ADR (SKHY), SK Hynix Inc (000660), Samsung Electronics Co Ltd (005930), Micron Technology Inc (MU), SanDisk Corp Ordinary Shares (SNDK), Western Digital Corp (WDC),…

  5. SpaceX: A Trillion-Dollar Story Without ... — Seeking Alpha

    SpaceX: A Trillion-Dollar Story Without Trillion-Dollar Economics (NASDAQ:SPCX) | Seeking Alpha Prakhar Agarwal, CFA 458 Followers 5 Share Play(22min) - Comments(10) ## Summary - SpaceX trades at a market capitalization close to ~$2 trillion and at over ~100× sales, a valuation that remains outside any analytical scope. - Only the Starlink segment currently remains profitable, while the…